Loop Capital Markets expects this fall’s “Destiny 2,” “Call of Duty: WWII,” “Star Wars: Battlefront 2” and “Middle Earth: Shadow of War” to inspire a similar wave of upgrades to GeForce GTX series GPUs. The product’s 1080 Ti and 1070 segments are currently sold out online, justifying Loop estimates of $1.292 million in quarterly gaming revenue against last quarter’s $1.245 million.

Ethereum

“While we have been cautious on the adoption of cryptocurrencies like bitcoin, our checks point to mining demand for ether tokens remains intact,” analyst Betsy Van Hees wrote (see her track record here).

Last quarter, Nvidia brought in about $150 million from its OEM and IP client segment consisting largely of ether miners, and Van Hees predicts comparable third-quarter results.

Data Centers

At the same time, Nvidia’s production and shipment status for Volta GPUs drive Loop expectations for double-digit sequential growth in data center revenue.